Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Trahan is a financial advisor with over 35 years of experience in the industry. William has a strong background in providing financial advice to individuals, families, and businesses. William is registered with both FINRA and the SEC. William is a Certified Financial Planner and holds a Series 7, Series 24, and Series 63 licenses. William currently works for Wealth Enhancement Advisory Services, LLC, where he provides investment advisory services to clients. William is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
MN
12/01/2021 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
NC
07/16/1999 - 12/02/2021
CETERA ADVISOR NETWORKS LLC (CHARLOTTE NC)
NY
05/03/1999 - 07/16/1999
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
04/14/1989 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
04/25/1986 - 03/22/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
BC
Issued 09/12/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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